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Consolidated Planning Group, Inc is a privately owned insurance & financial service firm. Proudly serving the needs of our customers across the U.S. Through a holistic approach to planning our firm delivers real strategies to the most complex situations faced by professionals, business owners, and families. We are proud to provide a broad range of products and services specifically designed to help meet the needs of our customers.

At Consolidated Planning Group, Inc, you will find that we are committed to each client's individual financial success. Unlike companies that offer “standardized” strategies to complex problems, we first listen to you and then think objectively in terms of how to most suitably meet your specific needs. We then work within your existing financial program and partner with your other professional advisors to develop strategies that help you achieve your goals.